Will like a lot but doubtful that Panasonic bring another company than Sumitomo, they also produced some heat resistant separators.

http://www.sumitomo-chem.co.jp/english/newsreleases/docs/20140425e_2.pdf

Tesla is nice but I am really happy with move in China, expectation is to have 50% of battery production capacity in China in the coming years and assume to be N°1 EV market.

If you read "by the book" last Electrovaya PR's and CC and assuming that THIS TIME it will reflect reality (sounds much more solid than in the past), story is already really nice and much much much better than a few months ago:

-Litarion + Leclanché contract + stage conversion of plant to non-NMP (German sub ?)

-Separion + first delivery in China + on-going qualification by lithium-ion manufacturers, if 15M$ materialized in 2016 (and make sense high quality product, top notch plant) it is already alone as big as (miss) sales expectation for 2014 and profitability should be quite nice.

-Separion + potential JV in Middle East and India (bet strong on this)

-Litarion electrodes + local manufacturers of cells from their electrodes in India

-Commercial orders from Mondelez, Walmart, Storage, etc ... the huge big point who should dope stock.

If they just delivered what discuss in CC and last separion PR, should be fine.